ECM

Estabrook Capital Management Portfolio holdings

AUM $686M
1-Year Est. Return 18.9%
This Quarter Est. Return
1 Year Est. Return
+18.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$583M
AUM Growth
-$97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1 +$8.8M
2 +$1.35M
3 +$1.2M
4
WBD icon
Warner Bros
WBD
+$992K
5
AME icon
Ametek
AME
+$467K

Top Sells

1 +$2.89M
2 +$1.49M
3 +$1.29M
4
DISCA
Discovery, Inc. Series A Common Stock
DISCA
+$591K
5
MSFT icon
Microsoft
MSFT
+$440K

Sector Composition

1 Technology 24.93%
2 Financials 15.97%
3 Healthcare 15.68%
4 Industrials 12.66%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-683
377
$0 ﹤0.01%
14